See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,600 | $80,968+233.0% | $96,544+179.3% | $75,163+258.7% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 22.84% | 27.06%-4.2pp | 25.84%-3.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $7,777 | $2,282+240.8% | $2,965+162.3% | $2,670+191.3% |
| Participant deferral / active EE | $9,630 | $3,928+145.2% | $4,851+98.5% | $4,125+133.5% |
| Admin fee / account holder | $17,244 | $6,724+156.4% | $8,252+109.0% | $5,651+205.2% |